ZoomInfo Technologies Inc.
GTM- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001794515
In the last 90 days, ZoomInfo Technologies Inc. insiders filed 0 open-market purchases and 7 sales; 332 institutions reported holding it in 13F filings for Q2 2026, worth $774.1M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in ZoomInfo Technologies Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 347
- +14 vs. Q4 2021
- Shares held
- 342.1M
- +7.63M (+2.3%) vs. Q4 2021
- Total value
- $20.4B
- −$1.05B (−4.9%) vs. Q4 2021
- New holders
- 73
- 140 more added
- Sold out
- 59
- 95 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GTM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 332 | $774.1M |
| Q1 2026 | 364 | $1.71B |
| Q4 2025 | 360 | $2.78B |
| Q3 2025 | 353 | $3.10B |
| Q2 2025 | 353 | $2.77B |
| Q1 2025 | 360 | $2.91B |
| Q4 2024 | 333 | $3.16B |
| Q3 2024 | 323 | $3.09B |
| Q2 2024 | 342 | $4.16B |
| Q1 2024 | 342 | $5.14B |
| Q4 2023 | 339 | $6.22B |
| Q3 2023 | 389 | $5.65B |
| Q2 2023 | 395 | $9.27B |
| Q1 2023 | 393 | $8.64B |
| Q4 2022 | 387 | $10.9B |
| Q3 2022 | 421 | $14.4B |
| Q2 2022 | 364 | $11.8B |
| Q1 2022 | 347 | $20.4B |
| Q4 2021 | 336 | $21.5B |
| Q3 2021 | 282 | $19.9B |
| Q2 2021 | 200 | $10.7B |
| Q1 2021 | 180 | $9.28B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 6 | $0 | 0.00% | −38−86.4% | Reduced |
| Lazard Asset Management LLC | 9 | $0 | 0.00% | −10−52.6% | Reduced |
| Huntington National Bank | 13 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3 | $0 | 0.00% | +3 | New |
| TCWP LLC | 12 | $0 | 0.00% | +12 | New |
| Koshinski Asset Management, Inc. | 10 | $597 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −470,500−100.0% | Reduced |
| First Horizon Advisors, Inc. | 20 | $1.00K | 0.00% | −100−83.3% | Reduced |
| AdvisorNet Financial, Inc | 20 | $1.00K | 0.00% | +20 | New |
| Quadrant Capital Group LLC | 20 | $1.00K | 0.00% | +20 | New |
| Lansing Street Advisors | 10 | $1.00K | 0.00% | +10 | New |
| Ci Investments Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 26 | $2.00K | 0.00% | +4+18.2% | Added |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | +45 | New |
| IndexIQ Advisors LLC | 40 | $2.00K | 0.00% | +40 | New |
| Private Capital Group, LLC | 45 | $3.00K | 0.00% | −82−64.6% | Reduced |
| TFC Financial Management | 50 | $3.00K | 0.00% | −33−39.8% | Reduced |
| Meeder Asset Management Inc | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 44 | $3.00K | 0.00% | +7+18.9% | Added |
| CVA Family Office, LLC | 60 | $4.00K | 0.00% | +60 | New |
| Ahrens Investment Partners LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 99 | $6.00K | 0.00% | +99 | New |
| Allworth Financial LP | 114 | $7.00K | 0.00% | +114 | New |
| Zions Bancorporation, N.A. | 120 | $7.00K | 0.00% | +120 | New |
| Stephens Inc | 134 | $8.00K | 0.00% | +35+35.4% | Added |
| Winch Advisory Services, LLC | 146 | $9.00K | 0.00% | −4−2.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 160 | $10.0K | 0.00% | +55+52.4% | Added |
| Hudock, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 188 | $11.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 221 | $13.0K | 0.00% | +156+240.0% | Added |
| Rockefeller Capital Management L.P. | 241 | $14.0K | 0.00% | +164+213.0% | Added |
| Parkside Financial Bank & Trust | 250 | $15.0K | 0.00% | +250 | New |
| Northwestern Mutual Wealth Management Co | 273 | $16.0K | 0.00% | +173+173.0% | Added |
| GHP Investment Advisors, Inc. | 270 | $16.0K | 0.00% | +270 | New |
| Federation des caisses Desjardins du Quebec | 300 | $17.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 325 | $19.0K | 0.01% | +325 | New |
| Leonteq Securities AG | 360 | $21.5K | 0.00% | −2,302−86.5% | Reduced |
| Dark Forest Capital Management LP | 389 | $23.0K | 0.01% | −2,474−86.4% | Reduced |
| American Portfolios Advisors | 465 | $27.8K | 0.00% | +40+9.4% | Added |
| SJS Investment Consulting Inc. | 486 | $29.0K | 0.01% | +486 | New |
| TD Waterhouse Canada Inc. | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 547 | $32.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 660 | $39.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 677 | $40.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,005 | $60.0K | 0.00% | +1,005 | New |
| Prospera Financial Services Inc | 1,011 | $60.0K | 0.00% | +1,011 | New |
| National Bank of Canada | 1,049 | $63.0K | 0.00% | −9,425−90.0% | Reduced |
| Penserra Capital Management LLC | 1,098 | $65.0K | 0.00% | +66+6.4% | Added |
| Exane Derivatives | 1,116 | $66.7K | 0.02% | +1,116 | New |
| Arcadia Investment Management Corp | 1,270 | $76.0K | 0.01% | 00.0% | Unchanged |
| Seeyond | 1,424 | $85.0K | 0.01% | +1,424 | New |
| Steward Partners Investment Advisory, LLC | 1,657 | $99.0K | 0.00% | −2,878−63.5% | Reduced |
| Guinness Atkinson Asset Management Inc | 1,850 | $111.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,925 | $115.0K | 0.00% | +617+47.2% | Added |
| AIA Group Ltd | 2,245 | $134.0K | 0.01% | +2,245 | New |
| Russell Investments Group, Ltd. | 2,811 | $163.0K | 0.00% | +2,811 | New |
| State of Wyoming | 2,922 | $175.0K | 0.09% | −2,571−46.8% | Reduced |
| SG Americas Securities, LLC | 3,177 | $190.0K | 0.00% | −3,288−50.9% | Reduced |
| Public Employees Retirement System of Ohio | 3,308 | $198.0K | 0.00% | +1,020+44.6% | Added |
| Mirabella Financial Services LLP | 3,467 | $207.0K | 0.02% | +3,467 | New |
| VERITY Wealth Advisors | 3,774 | $225.0K | 0.20% | 00.0% | Unchanged |
| TradeLink Capital LLC | 3,800 | $227.0K | 1.91% | +3,800 | New |
| Tower Research Capital LLC (TRC) | 3,850 | $230.0K | 0.00% | −4,236−52.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,894 | $233.0K | 0.01% | +164+4.4% | Added |
| Delphia (USA) Inc. | 3,959 | $237.0K | 0.18% | +3,959 | New |
| Creative Planning | 4,050 | $242.0K | 0.00% | +4,050 | New |
| Shell Asset Management Co | 4,187 | $250.0K | 0.01% | +4+0.1% | Added |
| Institute for Wealth Management, LLC. | 4,191 | $250.0K | 0.04% | +4,191 | New |
| Jasper Ridge Partners, L.P. | 4,276 | $255.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,357 | $260.0K | 0.02% | +4,357 | New |
| Prudential PLC | 4,424 | $264.0K | 0.00% | +4,424 | New |
| Vestcor Inc | 4,465 | $267.0K | 0.01% | +1,691+61.0% | Added |
| Money Concepts Capital Corp | 4,506 | $269.0K | 0.02% | +4,506 | New |
| Oppenheimer Asset Management Inc. | 4,612 | $276.0K | 0.00% | +137+3.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,624 | $276.0K | 0.00% | +320+7.4% | Added |
| Altfest L J & Co Inc | 4,625 | $276.0K | 0.05% | +4,625 | New |
| Old Mission Capital LLC | 4,732 | $283.0K | 0.01% | +4,732 | New |
| Pearl River Capital, LLC | 4,761 | $284.0K | 0.08% | +4,761 | New |
| Captrust Financial Advisors | 5,232 | $313.0K | 0.00% | +3,395+184.8% | Added |
| CTC Capital Management, LLC | 5,300 | $317.0K | 0.85% | +5,300 | New |
| Commonwealth Equity Services, LLC | 5,410 | $323.0K | 0.00% | −97−1.8% | Reduced |
| Schroder Investment Management Group | 5,559 | $323.0K | 0.00% | +5,559 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,520 | $330.0K | 0.19% | −55−1.0% | Reduced |
| CAPROCK Group, Inc. | 5,587 | $334.0K | 0.03% | +5,587 | New |
| Corton Capital Inc. | 5,743 | $343.0K | 0.15% | +5,743 | New |
| Gsa Capital Partners LLP | 5,805 | $347.0K | 0.05% | +5,805 | New |
| JustInvest LLC | 6,196 | $370.0K | 0.02% | −2,042−24.8% | Reduced |
| National Asset Management, Inc. | 6,353 | $380.0K | 0.01% | +6,353 | New |
| Redpoint Investment Management Pty Ltd | 6,539 | $391.0K | 0.04% | +6,539 | New |
| Advisory Resource Group | 6,866 | $410.0K | 0.13% | +6,866 | New |
| Values First Advisors, Inc. | 7,072 | $422.0K | 0.27% | +1,231+21.1% | Added |
| Wealthfront Advisers LLC | 7,347 | $438.0K | 0.00% | +4,000+119.5% | Added |
| Sloy Dahl & Holst, LLC | 7,944 | $475.0K | 0.08% | +7,944 | New |